Amareo Announces Updated Financial Guidance for FY2026

Core Insights - Amaero Ltd has provided updated financial guidance for FY2026, projecting a revenue of A$30 million to A$35 million, representing an increase of approximately 800%-900% year-over-year [3][6] - The company anticipates Q1 FY2026 revenue to be A$5.5 million, reflecting a 550% increase compared to Q1 FY2025 [3][6] Financial Performance - The estimated revenue contribution for FY2026 is expected to be approximately 40% in the first half and 60% in the second half [6] - Amaero has raised A$98.5 million in cumulative equity capital since May 2022 and had about A$70 million in tangible assets and cash as of June 30, 2025 [4] Strategic Initiatives - The company has authorized an additional A$50 million capital raise to accelerate growth investments and enhance its position as the largest U.S. domestic producer of refractory and titanium alloy powders [5] - Amaero plans to order four advanced EIGA Premium atomizers by the end of the calendar year, with commissioning expected in June 2027, which will increase production capacity and revenue from powder sales in FY2028 and FY2029 [5] Cost Management - The company is proceeding with the design and engineering of a fully integrated Argon gas recycling system, with an estimated capital expenditure of A$15 million and a payback period of 2-2.5 years [5] - The implementation of the Argon gas recycling system is expected to reduce the unit cost of spherical titanium powder production by approximately 10% [5] Company Overview - Amaero Ltd is a dual-listed company on ASX and OTC, specializing in high-value refractory and titanium alloy powders for various industries, including defense, space, aviation, and medical [7] - The company utilizes advanced gas atomization technology and is a leader in Powder Metallurgy Hot Isostatic Pressing (PM-HIP) manufacturing, addressing domestic supply chain challenges [7]